Bonus Type

Summary

The Manager of Financial Reporting and Policy meticulously prepares external financial statements for regulatory bodies and develops accounting policies in line with GAAP. These policies and procedures are implemented throughout BOKF to ensure financial compliance. BOK Financial is dedicated to fostering an environment that promotes individual growth and career advancement. Join us and be a part of our journey towards financial excellence!

Job Description

The Manger, Financial Reporting and Policy is responsible for the preparation of all external financial statements and related reports filed with regulators including the Securities and Exchange Commission (SEC), Office of the Comptroller of the Currency (OCC), Federal Reserve Board (FRB) and Federal Deposit Insurance Corporation (FDIC), and the development and implementation of accounting policies and procedures throughout BOKF that ensure the financial statements comply with generally accepted accounting principles (GAAP) and applicable implementation guidance.

Team Culture

At BOK Financial, we foster a culture of open communication and continuous learning through frequent meetings, quarterly check-ins, and a receptive attitude towards feedback. We value personal and shared accountability, and we encourage problem-solving and constructive criticism. Although we maintain the ambiance of a community bank, we possess the resources of a large financial institution, providing a competitive platform for fostering a prosperous, enduring career.

How You’ll Spend Your Time

• You will lead the financial reporting team, overseeing training, efficiency, expense management, work scheduling, hiring, and personnel development.
• Your role involves preparing and scrutinizing critical parts of regular financial reports, ensuring they adhere to GAAP and regulations from agencies like the SEC, and overseeing XBRL tagging and exhibits.
• You’ll handle SEC filings and update earnings on the Company’s investor site and other regulatory agencies.
• You’ll support yearly audits, quarterly assessments, and regulatory checks with internal and external auditors, along with SEC correspondences and agency compliance reviews.
• You’ll help research the accounting and disclosure effects of potential transactions and activities as per GAAP, regulatory guidelines, and corporate policies. You’ll suggest alternative solutions to management based on this research.
• It will be your responsibility to uphold and make publish the company’s accounting policies, which includes policy choices allowed under GAAP and guidance for implementation.
• You’ll oversee updates in GAAP and regulatory accounting rules. You will facilitate the adoption of new standards across the company’s departments.
• You’ll oversee the monthly review of balance sheet and memo account reconciliations, including the detection of old reconciling items or possible inaccuracies.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Master’s Degree in Accounting with a minimum of 30 hours concentrated in accounting above principles of accounting or introductory level or related field of study with a Certified Public Accountant (CPA) designation and 7+ years of combined work experience in public accounting focused on financial institutions or equivalent combination of education and experience. Recent SEC filing and financial institution and bank regulatory reporting experience preferred. A minimum of 2+ years of direct supervisory/managerial experience required.

• Extensive knowledge of GAAP and related financial reporting and disclosure requirements.
• Advanced knowledge of SEC filing regulations, including XBRL tagging.
• Advanced knowledge of financial statement preparation and regulatory reporting instructions and guidance.
• Ability to research technical issues in accounting literature and regulations and ability to develop policies based upon this research.
• Proven ability to work in a highly deadline-driven environment while prioritizing and delegating tasks and responsibilities and motivating team members to meet internal and regulatory deadlines.
• Excellent interpersonal, verbal, and written communication skills; Proven ability to analyze and clearly communicate complex financial information.
• Significant demonstrated experience with using technology to create efficiency and improve controls over financial statement preparation.
• Proven ability to navigate and respond to change including effective prioritization.
• Advanced PC and software skills, including a working knowledge of Workiva Wdesk application preferred.